ePlus, ScanSource, TransUnion, Vimeo, and Accenture Shares Skyrocket, What You Need To Know
Shares of ePlus, ScanSource, TransUnion, Vimeo, and Accenture jumped after investor optimism grew for a potential Federal Reserve interest rate cut in September. This was fueled by easing inflation and calls for a 50-basis-point rate cut, which generally benefits rate-sensitive sectors like Business Services. Vimeo, in particular, saw a 6.3% rise following strong Q2 earnings that surpassed analyst expectations and a raised full-year adjusted EBITDA guidance.
ePlus Updates Bylaws to Enhance Corporate Governance
ePlus (PLUS) recently updated its bylaws on February 17, 2026, to strengthen corporate governance regarding director nominations, dividend authority, and election oversight. The revisions include procedures for notifying stockholders of deficiencies in nominations, explicitly barring director candidates from serving as election inspectors, and codifying the Board's authority to pay dividends in line with Delaware law. Additionally, the updates incorporate modernizing tweaks such as specifying proxy card colors and clarifying timing for shareholder list availability.
Is ePlus’ Stronger FY26 Outlook And M&A Focus Altering The Investment Case For PLUS?
ePlus inc. recently reported strong Q3 FY26 results, raising its full-year 2026 net sales guidance to 20%–22% year-over-year growth and reaffirming its acquisition strategy. This updated outlook and focus on M&A, particularly in high-growth IT solutions and workplace transformation, could significantly reshape investor perception. The company aims for durable, profitable growth by converting IT spending on AI, security, and transformation, despite potential volatility from large projects.
Is ePlus’ Stronger FY26 Outlook And M&A Focus Altering The Investment Case For PLUS?
ePlus recently reported stronger Q3 FY26 results, raising full-year net sales guidance to 20-22% growth, confirming a dividend, and emphasizing acquisitions. This improved outlook, coupled with a focus on M&A in high-growth areas and workplace transformation, could significantly reshape the investment narrative for ePlus, which focuses on converting IT spending into profitable growth. Investors need to balance this stronger guidance against potential revenue volatility from large project deals.
Precision Trading with Eplus Inc. (PLUS) Risk Zones
This article analyzes Eplus Inc. (PLUS) with AI-driven insights, highlighting a weak near-term sentiment despite potential long-term strength. It outlines three distinct trading strategies—Position Trading, Momentum Breakout, and Risk Hedging—tailored for various risk profiles. The analysis also provides multi-timeframe signal insights, offering support and resistance levels for different holding periods.
FPA Queens Road Small Cap Value Fund's New Addition: Eplus (PLUS)
FPA Queens Road Small Cap Value Fund recently added Eplus Inc. (NASDAQ: PLUS) to its portfolio, highlighting the company's strong management and inexpensive valuation relative to its growth and quality. Eplus, an IT solutions provider, closed at $83.91 per share with a market capitalization of $2.148 billion on February 11, 2026. Despite its potential, the fund believes certain AI stocks offer greater upside.
5 Insightful Analyst Questions From ePlus's Q4 Earnings Call
ePlus reported strong Q4 results, exceeding Wall Street expectations due to high demand for integrated solutions in AI, cloud, networking, and security. CEO Mark Marron highlighted broad growth, particularly in mid-market and enterprise segments, though some retail project delays were noted. Analyst questions focused on the sustainability of enterprise projects, reasons for services delays, inventory build, AI's business impact, and the importance of integrated solutions for market share.
Did ePlus’ AI-Focused Expansion and Higher Guidance Just Shift ePlus’ (PLUS) Investment Narrative?
ePlus inc. recently reported strong quarterly results, increased its full-year 2026 sales guidance to 20%-22%, and declared a dividend. The company is strategically expanding its AI-driven solutions and services through organic growth and potential acquisitions, positioning itself as a key IT partner in AI, cloud, networking, and security. This move, combined with its financial performance, aims to reshape its investment narrative towards AI-focused growth.
Did ePlus’ AI-Focused Expansion and Higher Guidance Just Shift ePlus’ (PLUS) Investment Narrative?
ePlus (PLUS) recently reported strong quarterly results, increased its full-year net sales growth guidance to 20%-22%, and declared a quarterly dividend. The company is actively expanding its AI-driven solutions and services through organic growth and potential acquisitions, aiming to capitalize on the AI infrastructure supercycle. This strategic focus on AI and M&A, alongside solid earnings, is reshaping ePlus's investment narrative as an IT partner for integrated technology solutions.
Eplus Inc Flags Rising Risks From Senior Securities Defaults, Mine Safety Issues, and Contingent Liabilities
Eplus Inc (PLUS) has revealed new risk factors related to senior securities defaults, which could negatively affect its capital structure and investor confidence. The company also faces operational and regulatory compliance risks from potential mine safety issues, with violations possibly leading to fines or reputational damage. Additionally, other contingent liabilities could materially impact its financial position and risk profile, though Wall Street currently holds a Moderate Buy consensus rating on PLUS stock.
EPlus (PLUS) Earnings Quality Concerns Challenge Bullish Narrative After 53.7% Profit Surge
ePlus (PLUS) recently reported strong Q3 2026 results with a 53.7% profit surge over the past year. However, concerns about earnings quality arise due to a high level of non-cash earnings and the presence of discontinued operations. Despite attractive valuation metrics compared to peers, the sustainability of this profit growth is questioned.
ePlus inc. (NASDAQ:PLUS) Q3 2026 Earnings Call Transcript
ePlus inc. (NASDAQ:PLUS) reported strong Q3 2026 earnings, with net sales up 24.6% to $615 million and adjusted EBITDA nearly doubling to $53.4 million. The growth was driven by demand in AI, cloud, networking, and security, with significant performance in the mid-market and enterprise segments. The company increased its full-year guidance for net sales, gross profit, and adjusted EBITDA, despite potential near-term risks like the industry-wide memory shortage.
PLUS Q4 Deep Dive: AI Tailwinds and Enterprise Projects Drive Growth Amid Service Delays
ePlus (NASDAQ:PLUS) reported strong Q4 CY2025 results, surpassing revenue and profit expectations due to high demand for integrated AI, cloud, networking, and security solutions. Despite project delays in the retail sector and an industry-wide memory chip shortage, the company anticipates continued growth driven by AI adoption and plans to expand its services and market reach. Management increased guidance for full-year net sales, gross profit, and adjusted EBITDA, expressing confidence in managing potential roadblocks.
EPlus raises full-year guidance to 20%-22% net sales growth amid AI-driven momentum
EPlus has updated its full-year guidance, projecting net sales growth between 20% and 22%. This upward revision is attributed to the company's strong performance, particularly its momentum in AI-related initiatives. The company anticipates continued growth fueled by its strategic focus on emerging technologies.
ePlus (NASDAQ:PLUS) Surprises With Strong Q4 CY2025
ePlus (NASDAQ:PLUS) exceeded Wall Street's expectations for Q4 CY2025, reporting a 20.3% year-on-year revenue increase to $614.8 million and a non-GAAP profit of $1.45 per share, significantly beating analyst estimates. The IT solutions provider demonstrated strong revenue growth, improved operating margins, and increased earnings per share for the quarter, though analysts project a flat revenue outlook for the next 12 months. Despite a slowdown in recent revenue growth compared to its five-year trend, the company's Q4 performance indicates robust demand and increased efficiency.
ePlus Inc. (PLUS) Stock Rises on Q3 2026 Earnings
U-Haul Holding Company (UHAL) reported its Q3 2026 earnings, with revenues up 5.01% year-over-year but below analyst estimates. Despite a significant increase in gross profit, the company posted a net loss attributable to common shareholders and diluted earnings per share of -$0.23, missing estimates. The report also highlights institutional investor activity in U-Haul stock, showing mixed sentiment with some large firms adding shares while others reduced their holdings.
EPLUS INC SEC 10-Q Report
EPLUS INC has released its latest 10-Q report, detailing significant financial and operational growth. The company reported increased net sales and gross profit, driven by strong performance in various industries and strategic focus on emerging technologies. Despite challenges like memory chip shortages, EPLUS is addressing customer needs in AI, security, and cloud solutions.
ePlus (NASDAQ:PLUS) Releases Quarterly Earnings Results, Beats Expectations By $0.44 EPS
ePlus (NASDAQ:PLUS) announced its quarterly earnings, reporting an EPS of $1.45, significantly beating analyst estimates of $1.01 by $0.44. The software maker also surpassed revenue expectations, bringing in $614.77 million against an estimated $529.60 million. Following the report, shares traded up approximately 1% to $85.83, and the company confirmed a quarterly dividend of $0.25 per share.
ePlus soars as Q3 results crush estimates, guidance raised
ePlus Inc. (NASDAQ:PLUS) shares jumped 5.7% after reporting fiscal third-quarter earnings that significantly exceeded analyst expectations. The company's adjusted earnings per share were $1.45, far surpassing the $0.90 consensus, and revenue increased 24.6% year-over-year to $614.8 million. Driven by strong demand for AI-related infrastructure, ePlus raised its fiscal 2026 guidance, now expecting net sales growth of 20-22% and adjusted EBITDA growth of 41-43%.
ePlus inc. $PLUS Shares Sold by WCM Investment Management LLC
WCM Investment Management LLC reduced its stake in ePlus inc. (NASDAQ:PLUS) by 12.4% in the third quarter of 2025, selling 53,745 shares. Despite this sale, the institutional investor still holds 379,481 shares valued at approximately $26.97 million, representing about 1.43% of the company. ePlus reported strong quarterly earnings, beating expectations with EPS of $1.53 and revenue of $608.83 million, and maintains a high institutional ownership of 93.8%.
ePlus (PLUS) Reports Q4: Everything You Need To Know Ahead Of Earnings
ePlus (NASDAQ:PLUS) is set to report its Q4 earnings, with analysts expecting revenue to grow 8% to $551.8 million and adjusted earnings of $1.01 per share. The IT solutions provider beat revenue expectations by 17.5% last quarter, and its peers in the tech hardware & electronics segment have also reported strong Q4 results. Despite some past revenue misses, analysts have largely reconfirmed their estimates, and the stock is heading into earnings with an average analyst price target of $108.
A New Phase of Shareholder Returns Begins at ePlus (PLUS)
ePlus inc. (NASDAQ: PLUS) has initiated its first quarterly dividend of $0.25 per common share, marking a new strategy for shareholder returns. This decision reflects the company's confidence in its growth trajectory and its ability to generate consistent cash flow, alongside maintaining its share repurchase program and exploring inorganic growth opportunities. ePlus provides technology solutions focusing on digital transformation, including AI, security, and cloud services, operating through distinct financing and technology sales business units.
ePlus Announces Third Quarter and Nine Month Fiscal Year 2026 Earnings Release Date and Conference Call
ePlus inc. announced that it will release its third-quarter and nine-month fiscal year 2026 financial results on February 4, 2026, after the market closes. The company will also host a conference call and audio webcast at 4:30 p.m. ET on the same day to discuss the earnings. A replay of the call will be available until February 11, 2026.
ePlus Announces Third Quarter and Nine Month Fiscal Year 2026 Earnings Release Date and Conference Call
ePlus inc. (NASDAQ NGS: PLUS) has announced its earnings release date and conference call for the three and nine months ended December 31, 2025. The earnings will be released after the market closes on February 4, 2026, followed by a conference call and audio webcast at 4:30 p.m. ET. The company, an industry leader in technology solutions and services, specializes in areas such as artificial intelligence, security, cloud, and data center solutions.
ePlus Announces Third Quarter and Nine Month Fiscal Year 2026 Earnings Release Date and Conference Call
ePlus inc. (NASDAQ NGS: PLUS) has announced that it will release its financial results for the three and nine months ended December 31, 2025, on February 4, 2026, after the market closes. Following the earnings release, management will host a conference call and audio webcast at 4:30 p.m. ET to discuss the results. The company provides transformative technology solutions and services across various industries, including AI, security, cloud, and networking.
ePlus Announces Third Quarter and Nine Month Fiscal Year 2026 Earnings Release Date and Conference Call
ePlus inc. (NASDAQ NGS: PLUS) has announced that it will release its third quarter and nine-month fiscal year 2026 earnings on February 4, 2026. Following the market close, management will host a conference call and audio webcast at 4:30 p.m. ET to discuss the financial results for the period ending December 31, 2025.
ePlus (PLUS) Submits Automatic Mixed Securities Shelf Filing
ePlus Inc. (PLUS) has filed an automatic mixed securities shelf, enhancing its flexibility to raise capital through various securities without needing separate announcements. The company, a technology solutions provider with a $2.31 billion market capitalization, exhibits strong financial health and consistent performance. While valuation metrics suggest a modestly overvalued position and recent insider selling occurred, ePlus maintains robust profitability and growth.
ePlus Recasts Financials After Divesting U.S. Financing Unit
ePlus completed the sale of its U.S. financing subsidiary, Expo Holdings, LLC, to Marlin Leasing Corporation on June 30, 2025, to refocus on technology solutions. As a result, the company has reclassified the divested business as discontinued operations and recast its fiscal 2025 financials. This strategic move aligns with a "Buy" rating from analysts with a $98.00 price target and an "Outperform" assessment from TipRanks' AI Analyst, Spark, based on strong fundamentals and raised FY2026 guidance.
Stagnant Sales And EPS Declines Might Change The Case For Investing In ePlus (PLUS)
ePlus (PLUS) is facing challenges with stagnant sales over the past two years, a projected 2.1% revenue decline in the next 12 months, and an annual 5.5% drop in earnings per share. These factors raise concerns about its growth outlook and sharpen the focus on execution of higher-margin services, disciplined acquisitions, and ongoing buybacks and dividends as critical strategies to maintain its position rather than drive expansion. The article suggests that while the share price might be entering value territory, investors need to carefully consider whether the company can re-ignite growth amid these pressures.
Trading the Move, Not the Narrative: (PLUS) Edition
This article provides a detailed analysis of Eplus Inc. (NASDAQ: PLUS), presenting neutral near and mid-term outlooks with a positive long-term bias. It outlines institutional trading strategies based on AI models, including position trading, momentum breakout, and risk hedging, along with multi-timeframe signal analysis and support/resistance levels. The report highlights an exceptional 34.2:1 risk-reward setup for the stock.
ePlus (NASDAQ:PLUS) Stock Rating Lowered by Wall Street Zen
Wall Street Zen has downgraded ePlus (NASDAQ:PLUS) from a "strong-buy" to a "buy" rating, with other analysts also issuing "hold" ratings, contributing to an average "Hold" rating for the stock. This downgrade comes despite ePlus reporting strong quarterly earnings, beating analyst expectations for both EPS and revenue. The stock was down about 2.1% on the day of the report, trading below its 52-week high, with significant institutional ownership and some insider selling.
CRA, Flex, ePlus, and TD SYNNEX Stocks Trade Up, What You Need To Know
Several stocks, including CRA, Flex, ePlus, and TD SYNNEX, experienced a jump in the afternoon session after President Trump eased trade war fears by canceling tariffs on European allies. Technology and semiconductor companies led the recovery, with the Nasdaq Composite rising 1.5% and the S&P 500 erasing its 2026 losses. This rally was further supported by a stabilization in the bond market as inflation fears subsided, creating a more favorable environment for equity valuations.
CRA, Flex, ePlus, and TD SYNNEX Stocks Trade Up, What You Need To Know
Several stocks, including CRA, Flex, ePlus, and TD SYNNEX, saw gains in the afternoon session after President Trump announced the cancellation of tariffs on European allies, easing fears of a transatlantic trade war. This news led to a market rally, particularly benefiting technology and semiconductor companies as investors shifted back to growth stocks. The article highlights that these market movements can present buying opportunities for quality stocks, citing Flex's past volatility and recent performance.
What ePlus (PLUS)'s AI‑Savvy Board Appointment Means For Shareholders
ePlus Inc. appointed Mike Portegello to its Board of Directors, bringing extensive experience in accounting, finance, capital markets, and advisory work with emerging tech and generative AI companies. This appointment is expected to deepen financial and technology oversight, potentially reshaping ePlus' investment narrative and risk profile, especially concerning future AI-related investments versus returning cash to shareholders. Investors should also consider the company's reliance on large, project-based IT deals, which can lead to revenue and earnings volatility.
(PLUS) Volatility Zones as Tactical Triggers
This article analyzes Eplus Inc. (NASDAQ: PLUS) indicating divergent sentiment and choppy conditions, with a notable 34.1:1 risk-reward short setup targeting a 9.9% downside. It outlines three distinct AI-generated trading strategies—position trading, momentum breakout, and risk hedging—tailored for different risk profiles and holding periods, alongside multi-timeframe signal analysis. The piece also promotes access to real-time signals, API integration, and personalized alerts through account registration.
ePlus Appoints Mike Portegello to Board of Directors
ePlus inc. has appointed Mike Portegello, a global business executive and financial expert with 37 years of experience, to its Board of Directors. Portegello, formerly a Global Client Service Partner at Ernst & Young, will also serve on ePlus' Audit and Compensation Committees. His extensive background in accounting, finance, and capital markets across various sectors is expected to contribute to ePlus' continued long-term value creation.
ePlus inc. $PLUS Shares Sold by Allspring Global Investments Holdings LLC
Allspring Global Investments Holdings LLC significantly reduced its stake in ePlus inc. (NASDAQ:PLUS) by selling 46,288 shares, now owning 31,652 shares valued at approximately $2.27 million. Despite this, ePlus exceeded Q3 earnings and revenue expectations, reporting $1.53 EPS on $608.8 million revenue. The company maintains a quarterly dividend of $0.25 and is largely institutionally owned.
ePlus Expands Board, Appoints Independent Financial Expert
ePlus (PLUS) has expanded its Board of Directors to eight members, appointing Michael J. Portegello as an independent financial expert. Portegello, with over 37 years of experience, will join the Audit and Compensation Committees, aiming to strengthen financial oversight and governance. This move is intended to support the company's long-term value creation in dynamic market conditions.
Tributary Capital Management LLC Acquires Shares of 295,594 ePlus inc. $PLUS
Tributary Capital Management LLC initiated a new position in ePlus inc. (NASDAQ:PLUS) during the third quarter, purchasing 295,594 shares valued at approximately $20.99 million. This acquisition represents about 1.11% of ePlus, a company that recently reported strong quarterly earnings, surpassing analyst estimates for both EPS and revenue. Institutional investors hold a significant 93.80% stake in the software maker, which also pays a quarterly dividend.
ePlus Inc (NASDAQ:PLUS) Nasdaq Index Public Sector Technology Reach
ePlus Inc. (NASDAQ:PLUS) specializes in providing end-to-end IT solutions encompassing cloud, security, and data center modernization, consistently featuring in broader market analyses related to the Nasdaq Index. The company supports digital transformation and offers cybersecurity services, as well as financing options for IT investments. The article highlights ePlus Inc.'s position within the technology sector, particularly its reach in the public sector.
ePlus subsidiary to showcase digital lock tech at NRF event By Investing.com
Bailiwick Services, a subsidiary of ePlus inc. (NASDAQ:PLUS), has been selected to showcase its patent-pending digital lock technology at the National Retail Federation (NRF) Big Show Innovators Showcase. This technology aims to enhance retail security against organized crime while maintaining ease of access for employees and customers. ePlus, demonstrating strong financial health and market performance, will also be reporting its earnings on February 11, 2026.
Ex-EY financial expert advising AI startups joins ePlus board
ePlus (NASDAQ: PLUS) announced the appointment of Mike Portegello to its Board of Directors, where he will also serve on the Audit and Compensation Committees. Portegello brings over 37 years of experience in finance, accounting, and capital markets, including a Global Client Service Partner role at Ernst & Young and advisory positions for generative AI and health technology startups. His expertise is expected to help ePlus in its long-term value creation and navigation of evolving markets.
EPlus appoints Mike Portegello to board of directors
ePlus inc. has appointed Mike Portegello to its Board of Directors, as well as to its Audit Committee and Compensation Committee. This news was published on January 6, 2026. The company, a provider of technology solutions, continues to announce various business updates, including financial results and other executive appointments.
ePlus appoints Ernst & Young veteran Mike Portegello to board By Investing.com
ePlus Inc. has announced the appointment of Mike Portegello, a former Ernst & Young Global Client Service Partner, to its Board of Directors, where he will also serve on the Audit and Compensation Committees. Portegello brings 37 years of experience in accounting, finance, and capital markets, with a focus on technology and AI. The company, which offers technology solutions and has a strong financial position, recently reported impressive Q2 fiscal year 2026 results and raised its guidance.
ePlus Appoints Mike Portegello To Board
ePlus inc. has appointed Mike Portegello, a global business executive with 37 years of experience in accounting, finance, and capital markets, to its Board of Directors. He will also serve on the Audit and Compensation Committees. Portegello, formerly a Global Client Service Partner at Ernst & Young, brings expertise across various sectors including SaaS, HealthTech, and e-Commerce, and has advised emerging technology companies including those focused on AI.
ePlus appoints Ernst & Young veteran Mike Portegello to board By Investing.com
ePlus inc. has appointed Mike Portegello, a former Ernst & Young Global Client Service Partner with 37 years of experience, to its Board of Directors. Portegello will also serve on the company’s Audit and Compensation Committees, bringing his extensive background in accounting, finance, and capital markets to the technology solutions provider. The company, with a $2.27 billion market capitalization, boasts a strong financial position, holding more cash than debt and reporting $2.29 billion in revenue with 9.24% growth over the last twelve months.
ePlus Appoints Mike Portegello to Board of Directors
ePlus inc. (NASDAQ NGS: PLUS) has appointed Mike Portegello, a global business executive and financial expert, to its Board of Directors. Mr. Portegello, with over 37 years of experience in accounting, finance, and capital markets transactions, will also serve on ePlus' Audit Committee and Compensation Committee. His extensive background from Ernst & Young and his advisory work for emerging technology companies are expected to significantly contribute to ePlus's continued long-term value creation.
ePlus Appoints Mike Portegello to Board of Directors
ePlus inc. has appointed Mike Portegello, an experienced global business executive and financial expert, to its Board of Directors. Portegello, with over 37 years of experience from Ernst & Young, will also serve on ePlus' Audit and Compensation Committees. His expertise spans various sectors, and he will bring valuable insight to support ePlus's continued growth and value creation.
ePlus Technology Subsidiary Bailiwick Selected for Prestigious National Retail Federation Innovators Showcase For Digital Lock Technology
Bailiwick Services, an ePlus Technology subsidiary, has been chosen as one of 50 companies for the National Retail Federation (NRF) Big Show Innovators Showcase. The company will present its digital lock technology, designed to improve security and convenience for retailers against threats like organized retail crime. This selection highlights ePlus' innovative solutions in addressing critical retail industry challenges.
ePlus subsidiary to showcase digital lock tech at NRF event
ePlus inc. (NASDAQ:PLUS) announced its subsidiary, Bailiwick Services, LLC, will showcase its patent-pending digital lock technology at the National Retail Federation (NRF) Big Show Innovators Showcase in New York City from January 11-13, 2026. This technology aims to help retailers protect merchandise from organized retail crime while maintaining accessibility for employees and customers. ePlus demonstrates strong financial health with a current ratio of 2.19 and recent impressive Q2 fiscal year 2026 results, surpassing Wall Street expectations in both earnings and revenue.
